Build trusted relationships with advisors and be their go-to resource for @Work.
Identify plan sponsor opportunities and build advisor conviction.
Consult on practice management, showing how @Work bridges retirement and wealth.
Equip advisors to win net-new plans via RFPs and presentations.
Pair with implementation leads to drive plan sponsor engagement and rollout.
Track workplace-to-wealth conversion outcomes to deepen advisor engagement.

🎯 Requirements

5-7+ years with RIAs in sales, enablement, or AM.
Deep fluency in RIAs' practices and retirement plan business.
Consultative mindset; prefer changing advisor thinking over product push.
Comfort with ambiguity and fast-paced environments.
Curiosity about AI and its impact on advisors’ roles.
Location in Boulder, CO preferred; open to other locations.

🎁 Benefits

Equity stake included as part of compensation.
Comprehensive health, dental and vision coverage.
Retirement benefits.
Flexible PTO.

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